Assistant Client Relationship Manager

Leapfrog Limited; Daliburgh; On-site; GBP 42,000 - 52,000; Full time

Job summary

Leapfrog Limited is seeking an Assistant Manager with strong communication and relationship-building in a financial services context focused on pension products. You will work directly with employers and individuals, helping them understand options while maintaining long-term client relationships.

Exceptional candidates may be considered at Manager level based on experience. For full details, contact the provided email or phone.

Qualifications

• 3+ years in financial services with client focus.
• Ability to explain pension products clearly.
• Familiarity with pension schemes and regulations.

Responsibilities

• Build and maintain strong relationships with employers and pension members.
• Meet individuals to explain pension products and arrangements.
• Support members leaving or retiring in understanding options.
• Manage relationships with corporate-sponsored pension schemes.
• Serve as main contact for employers and scheme responsibilities.
• Maintain regular client contact and respond to queries.
• Record discussions and conduct annual employer reviews.
• Inform administration teams of developments affecting schemes.
• Advise on procedures and regulatory requirements.

Skills

Relationship management

Communication skills

Financial services knowledge

Education

Professional qualification in financial services

Job description

Take the next step into an Assistant Manager-level position where your communication and relationship-building skills will be just as important as your financial services knowledge. You'll work directly with employers and individuals, helping them understand pension products while maintaining strong, long-term client relationships. Exceptional candidates may also be considered at Manager level.

Duties for this role include, but are not limited to:

• Build and maintain strong relationships with employers and individual pension scheme members.
• Meet with individuals to explain pension products and arrangements.
• Support members leaving or retiring from employer-sponsored schemes in understanding their available options.
• Take responsibility for relationships with corporate-sponsored pension schemes.
• Act as a key point of contact for employers and explain their scheme responsibilities.
• Maintain regular client contact and respond promptly to queries.
• Hold annual employer review meetings and maintain accurate records of discussions.
• Keep administration teams informed of developments affecting pension schemes.
• Update employers on relevant procedures and legal, tax and regulatory requirements.
• Support prospecting and wider client relationship development.
• Assist with client entertainment and relationship-building activities.

Skills / Qualifications

The ideal candidate will have at least 3 years' experience within a financial services business, together with excellent client relationship management and communication skills. You'll be personable, approachable and confident explaining complex financial products in a clear and understandable way, with strong organisation, self-motivation and record-keeping skills. A sound working knowledge of Guernsey financial services legislation is important. Previous fiduciary or pensions experience, including knowledge of occupational or RAT pension schemes, would be advantageous but isn't essential as training can be provided. A relevant professional or degree-level qualification would also be beneficial. The role is primarily aimed at Assistant Manager level, although an exceptional candidate exceeding the criteria may be considered at Manager level.

For a full job description or further information on this role please call 711188 , or email [e-mail] .